Wealth Analyst at Asset and Equity Group

Asset and Equity Group - We are committed to providing financial services that enable growth and economic progress. Asset and Equity Group is a foremost financial and investment services firm with increasing innovative products and unconventional services delivered across its various subsidiaries in different economic sectors. As advisors, once we’ve established your investment management plan, we provide you with ongoing monitoring and periodic reviews.

Regularly, we will meet with you to conduct a thorough investment review and ensure that we continue to calibrate your plan as your goals and circumstances evolve. We begin with a comprehensive fact-finding meeting to review your current financial situation and discuss the goals that are important to you. Our purpose is to have a clear understanding of your objectives and risk tolerance to determine which investment model best suits you.

We are recruiting to fill the position below:

Job Title: Wealth Analyst

Location: Victoria Island, Lagos
Employment Type: Full-time

Responsibilities

• Prepare client briefs and obtain necessary information and documentation prior to the any further appointments
• Assist in the recording and resolution of any advice and service-related complaints.
• Identify prospects, source new leads, qualify opportunities and grow market share.
• Frequently meet with clients to discuss portfolio, new products and services.
• Ensure strict discipline with documenting accurate call reports and to update client profiling after each client discussion/meeting
• Create proposals that speak to the client’s needs, concerns and objectives
• Use a variety of styles to persuade or negotiate appropriately
• Maintain and update knowledge on all company’s products and services so as to provide clear and accurate answer to client’s enquiries.
• Provide guidance and assist Asset and Equity Group to sell properties to clients under the best terms.
• Determine clients’ needs and financials abilities to propose solutions that suit them
• Collaborate with internal and service support teams to ensure the provision of superior service to clients.
• Meet weekly, monthly and yearly sales targets
• Promote sales through advertisements, open houses and listing services.
• Remain knowledgeable about real estate markets and best practices.
• Develop and deliver the business plans through carrying out research, formulatemarket analysis and deliver accurate business reports.
• Build referral and lead generation network.
• Strictly follow compliance policy and ensure all company and business unit policies, procedures and processes are followed.
• Attend industry events and conferences to stay abreast of the market
• Ensure optimal utilization of all sales tools and resources
• Protect the organization’s value by keeping information confidential.
• Locates potential business deals by contacting potential customers, discovering and exploring opportunities.
• Interface with existing strategic customers to solidify mutual expectations of performance and growth.
• Intermediate negotiation processes, consult clients on market conditions, prices, legal requirements and related matters, ensuring a fair and honest dealing.
• Perform comparative market analysis to estimate properties’ value
• Display and market real property to possible buyers
• Prepare necessary paperwork (contracts, leases, deeds, closing statements etc)
• Manage property auctions or exchanges
• Maintain and update listings of available properties

Educational Qualification

• A Bachelor's Degree in Banking and Finance, Marketing or Economics or other relevant field. An MBA would be an added advantage,

Application Closing Date
31st July, 2022.